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Jan 7, 2013
01/13
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now the -- it came from overseas with china and latin america cooling and europe outright shrinking. [ scream ] >> i think you will see substantial upside revisions to these companies' earnings when they report this time around because the united states remains strong, china and latin america are roaring back, and europe, shockingly, is stabilizing. meanwhile, both ford and g.m. have worked wonders in fixing their balance sheets. ford refinanced a huge chunk of debt last week. general motors bought back a large amount of the u.s. government-owned stock with just cash on hand. both companies are robust and remain inexpensive. historically, at least. this could be the year that ford and g.m. return to their 2011 highs. i want you in both. in 2013 we people that themes to fall back on when we get days like today. two themes that will work this year, regional banks and autos. the estimates are too low and people think the big moves are over. hardly. they have more room to run, and the terrific places to do some buying whenever we get hammered for no reason that has anything to do with th
now the -- it came from overseas with china and latin america cooling and europe outright shrinking. [ scream ] >> i think you will see substantial upside revisions to these companies' earnings when they report this time around because the united states remains strong, china and latin america are roaring back, and europe, shockingly, is stabilizing. meanwhile, both ford and g.m. have worked wonders in fixing their balance sheets. ford refinanced a huge chunk of debt last week. general...
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Jan 15, 2013
01/13
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company doubled its dividend and getting european losses under control while china and latin america turned the corner. the darn stock has never looked back. shares in the open market to work its way out of its position, both ford and gm have been kept back by international headwinds and now there is tail winds. the most obvious difference between 2012 and 2013 is the banks. huge increase in the finances and no exposure to europe. now it's santander, the huge spanish bank, of all places. it's been on a roll. spain may not ask for a bailout. get this. jpmorgan just this morning put royal bank of scotland on its buy list. i thought those guys were turning by now. oh, and let's just make it clear that while apple, big international player is certainly beneficiary of this -- it should be, right? it just happens to be stuck in its own maelstrom. and i'm going to spend a ton of time on that if you stay tuned. one of the things i found to be the case over the years is that january sets a trend when it comes to sector gains. we saw domestic stocks rally from the get-go and stumble from janua
company doubled its dividend and getting european losses under control while china and latin america turned the corner. the darn stock has never looked back. shares in the open market to work its way out of its position, both ford and gm have been kept back by international headwinds and now there is tail winds. the most obvious difference between 2012 and 2013 is the banks. huge increase in the finances and no exposure to europe. now it's santander, the huge spanish bank, of all places. it's...
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Jan 17, 2013
01/13
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it's in latin america and europe and europe sounds like they will do more because listen to the headlines just from today. bernanke will stay and do what he is doing until 6.5% unemployment and then if that happens i think you'll have other good things going on in the u.s. economy that they can take their foot off the pedal. i just don't get why you would fight the flobl fed. i think that's one of those powerful stories for 2013. >> that's what makes a market. as bullish of opinion as you may have on where we may go there's going to be somebody on the other side who has many good arguments in their own mind to make. >> yes but there's also the difference of we're all positioned in a certain way. i'm positioned bullishly. i know i can put my head on my pillow at night and bioto sleep knowing i have very easy access to hedge out whatever portfolio or risk or trade risk i might have based on tom's comments. if we do fall origin to roll over into a correction i can move rather quickly and get the protection i need. >> doc? >> i don't disagree with that. because of the fact that just as joe sa
it's in latin america and europe and europe sounds like they will do more because listen to the headlines just from today. bernanke will stay and do what he is doing until 6.5% unemployment and then if that happens i think you'll have other good things going on in the u.s. economy that they can take their foot off the pedal. i just don't get why you would fight the flobl fed. i think that's one of those powerful stories for 2013. >> that's what makes a market. as bullish of opinion as you...
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Jan 28, 2013
01/13
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latin america, overall, a very fertile area for investors. just today, colombia lowered its key interest rate to 4%. china, another top topic out there. i could not find anybody who was seriously worried and the alleged slowdown we keep talking about in china. we all know that china is still growing a lot faster than most other countries, even if the growth there has slowed from a peak of 11% to around 7% in china. beyond china, though, southeast asia, a bigger opportunity with money flowing into places like indonesia, vietnam and other high population areas throughout southeast
latin america, overall, a very fertile area for investors. just today, colombia lowered its key interest rate to 4%. china, another top topic out there. i could not find anybody who was seriously worried and the alleged slowdown we keep talking about in china. we all know that china is still growing a lot faster than most other countries, even if the growth there has slowed from a peak of 11% to around 7% in china. beyond china, though, southeast asia, a bigger opportunity with money flowing...
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Jan 16, 2013
01/13
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we do think, though, that there are still -- you're seeing in asia, parts of latin america, you're still seeing decent value. some of these names coming to market. i say the same thing i've said about high yield. we'd love to see -- in fact, over the last couple days a little pressure in the markets. a little bit. you're starting to see some better valuations again. but i still think the emerging world, not just in 2013 and 2014 and beyond, new companies coming to the market. big financials, industrials are going to be issuing into the marketplace whereas the developed world is still delevering. the emerging world is not. we think there's still going to be some opportunities there. but your point is well taken. the opportunity is certainly a lot more dull than it was much of last year. >> rick, quickly before i let you go, does 2.25 or 2.50 on the 10-year suggest that you do not think there's a bond bubble? >> i don't. you know, we've been on this show -- we've talked before about it. people for two, three years have been talking about a bond bubble. i don't believe in a bond bubble. pri
we do think, though, that there are still -- you're seeing in asia, parts of latin america, you're still seeing decent value. some of these names coming to market. i say the same thing i've said about high yield. we'd love to see -- in fact, over the last couple days a little pressure in the markets. a little bit. you're starting to see some better valuations again. but i still think the emerging world, not just in 2013 and 2014 and beyond, new companies coming to the market. big financials,...
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Jan 22, 2013
01/13
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the emerging market part of their business is growing, if you look where they are grow, latin america versus america, it's not more, but it's stealing more growth. same with asia, this is exciting for ibm because this is where the software seams can really grow. >> when you get a revenue beat and to tim's point, 52.3% on the gross margins. revenue and margin, that's a good sign for ibm. a name we talked about for a long time. it's floundered in the last couple of months, but really now it needs to get above whatever that all-time high was, north of 210 for the mow men item to continue. >> there were questions if ibm could sustain 10% eps growth given that it has fewer leavers to pull. mike khouw, i'm wondering in the options activity, any indications on where it could go over the next, you know, week or so? >> you know, it's interesting, because there was some bullish active till certainly in google, but there wasn't so much in ibm. they were mostly just trading tight strikes. right around the 200 strike calls was actually where they were playing it. it wasn't a huge, huge move and it
the emerging market part of their business is growing, if you look where they are grow, latin america versus america, it's not more, but it's stealing more growth. same with asia, this is exciting for ibm because this is where the software seams can really grow. >> when you get a revenue beat and to tim's point, 52.3% on the gross margins. revenue and margin, that's a good sign for ibm. a name we talked about for a long time. it's floundered in the last couple of months, but really now it...
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Jan 25, 2013
01/13
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i've been adamant that europe's stabilizing, china's going up and latin america's rolling back. headwinds for ford that will soon be tailwinds. i'm not a seller, i'm a buyer, but at this point you might as well want to see what they say given the barclays downgrade and whether that guy is really informed before you pull the trigger. all right, now, here, let's make things easy. some things in life are easy and one of them is pfizer. yeah, pfizer. we know pfizer's breaking up and we think that pfizer's breaking out. not like the breakout i'm having right now. too much makeup. i was not all day today because of that acme thing. i can tell i was breaking out. it's more of a chart term i'm using here. don't forget it's spinning out its animal health business which ipos in a week. i want you in on that deal. a lot of pfizer action. pfizer the common. i like pfizer spinoff. just take it from me that that's going to be -- if that stock comes down, buy buy buy. after the close tuesday, really tough, amazon reports. here's a stock has been charmed. the stock with the midas touch. hitting
i've been adamant that europe's stabilizing, china's going up and latin america's rolling back. headwinds for ford that will soon be tailwinds. i'm not a seller, i'm a buyer, but at this point you might as well want to see what they say given the barclays downgrade and whether that guy is really informed before you pull the trigger. all right, now, here, let's make things easy. some things in life are easy and one of them is pfizer. yeah, pfizer. we know pfizer's breaking up and we think that...
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Jan 10, 2013
01/13
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one is the international markets where you have crude oil plays and from the middle east to latin america. you have the deepwater markets which has tremendous long-term growth trajectory. the geology is very good and opportunities for increasing production for the oil companies is outstanding. finally the north american land side which has been weak for the last six months, the gas side of things have been very weak the oil rig count has come down recently. we think that business is probably bottoming out but not a lot of growth near term. lori: now i'm a novice in this sector. so the first thing i thought of, there are some things i don't know about it. ashley: i don't believe it. lori: that tanker grounded off waters in alaska brings back memory of bp. this was a disaster avoided obviously. there was no oil spill but what i'm getting at, steven, how vulnerable are the stocks to the massive disasters? >> a couple years ago we saw a little oil spill in the gulf of mexico from macondo. the players involved, bp, transocean, and others the stocks were very effected by that. they have taken g
one is the international markets where you have crude oil plays and from the middle east to latin america. you have the deepwater markets which has tremendous long-term growth trajectory. the geology is very good and opportunities for increasing production for the oil companies is outstanding. finally the north american land side which has been weak for the last six months, the gas side of things have been very weak the oil rig count has come down recently. we think that business is probably...
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Jan 25, 2013
01/13
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as opposed the companies in latin america. we have a quite sophisticated manufacturing base. it's our space, it's the auto industry in all its component and we're quite competitive and we will continue to be quite competitive. >> minister, it is good to have you on the program the. >> thank you very much, maria. >> thank you so much. we appreciate it. kelly, back to you. >> just staying with the theme of mexico being strong, volkswagen has just announced that it's expanding production of its best ceiling gulf to mexico in 2014. it's not just the investment community that's excited about growth prospects there. >> thanks for that, kelly. "worldwide exchange" continues. more to come here in davos, as well. we'll be joined by at the u economics affairs commissioner, olli rein. "worldwide exchange" comes right back after this. >>> it's a step closer to recession for the uk economy in the fourth quarter. britain has showed a ladies and gentlemen of the jury than expected contraction. a decline of 0.3% in the final three months of the year. .that was more than the 0.1% decline that
as opposed the companies in latin america. we have a quite sophisticated manufacturing base. it's our space, it's the auto industry in all its component and we're quite competitive and we will continue to be quite competitive. >> minister, it is good to have you on the program the. >> thank you very much, maria. >> thank you so much. we appreciate it. kelly, back to you. >> just staying with the theme of mexico being strong, volkswagen has just announced that it's...
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Jan 22, 2013
01/13
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we're coming out of a strong latin america season. year over year our ag segment revenues were up 18% and we're setting up very stockly for the north american season in 2013. nutrition and health, industrial biosciences, great process with new product introductions. advanced materials. kevlar, tyvek, going to be enhanced by a strong construction market in the u.s. which is supposed to be up 28%. in 2013. so, you know, i think there are some bright spots in this uncertainty. >> just real quickly. you point out the concerns with china and the concerns with the united states. which gives you more concern when you start looking around the globe? >> well, i mean, i think if you look at 2012 it was both under a large degree of uncertainty at the same time that caused some issues. certainly i think the u.s. and construction has sped up to have a stronger first half than we thought. although automotive, the growth in the first half in the u.s. is not going to be as strong. it will grow. but not as strong as it did in 2012. you know, china was
we're coming out of a strong latin america season. year over year our ag segment revenues were up 18% and we're setting up very stockly for the north american season in 2013. nutrition and health, industrial biosciences, great process with new product introductions. advanced materials. kevlar, tyvek, going to be enhanced by a strong construction market in the u.s. which is supposed to be up 28%. in 2013. so, you know, i think there are some bright spots in this uncertainty. >> just real...
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Jan 22, 2013
01/13
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latin america was strong, as well. the u.s. was okay. and, you know, some signs of softness in eastern europe, but i think that is very much to be expected in the current economic environment. >> we're seeing shares up about 0.6% today. what is your price target? >> we don't set official price targets, but we have an accumulated return between 5% and 15% on a one-year time horizon. we think the valuation is pretty much up near term. but we would expect the share price to moch up in line with earnings growth over the last career. we're currently forecasting low to mid teens earnings per share growth. >> and how important is asia and china in particular to that earnings growth? >> yeah, i mean, you know, china is still relatively small in the group context. i don't think they spit out profits to come from china, but i would put it at less than 5%. asia probably accounts for something like 15% of profits overall. the real drivers for sab miller are latin america. that's the key driver. second to that probably would be asia, maybe europe, as
latin america was strong, as well. the u.s. was okay. and, you know, some signs of softness in eastern europe, but i think that is very much to be expected in the current economic environment. >> we're seeing shares up about 0.6% today. what is your price target? >> we don't set official price targets, but we have an accumulated return between 5% and 15% on a one-year time horizon. we think the valuation is pretty much up near term. but we would expect the share price to moch up in...
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Jan 22, 2013
01/13
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latin america really strong. ag really strong. i think it's actually gotten its groove back. >> in terms of the chemicals, performance chemicals were down by 15%, sales, electronics, communications also down. ag you mentioned, bright spot, up 18%. they've been talking for a long time about strong demand in latin america for seeds, which have been an add to the other agricultural names, like monsanto. >> finally you can see it. one of the things of the great ceo of ppg, he's been saying, some of the companies -- some of the chemical companies have stuck by commodity. i thought dupont had progressed to proprietary. this may be the quarter we start to think it's finally progressing. chuck is such a high end guy, he would never knock dow or dupont. but i took away the idea that the companies that were proprietary were much more chemical. remember, dupont -- >> you read the transcripts of these calls. they're going on right now. i believe 9:00 a.m. verizon also is in progress. >> do you read all the transcripts? >> no. >> i don't have
latin america really strong. ag really strong. i think it's actually gotten its groove back. >> in terms of the chemicals, performance chemicals were down by 15%, sales, electronics, communications also down. ag you mentioned, bright spot, up 18%. they've been talking for a long time about strong demand in latin america for seeds, which have been an add to the other agricultural names, like monsanto. >> finally you can see it. one of the things of the great ceo of ppg, he's been...
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Jan 9, 2013
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we were unprofitable in latin america in 2011. we were profitable in 2012. we introduced new products in latin america. in fact, we introduced a new chevy onyx. we expect that will be 25% of our total volume in '13 and '14. when you look at europe, europe is not so much product driven in the near term, it will be in the intermediate term. but it's more of a macro economic where the economic picture outlook is pretty weak. but that being said, we've entered two new segments in europe, both in what we call the b and c segment and a segments that we heretofor weren't. we're guardedly optimistic we can cut our losses in 2013 and hopefully break even by mid-decade. >> real quick, i hate to make it a yes/no question, can you double your profitability by 2014? >> i don't know. we'll see. first time i make a prediction like that, it's going to be hung out to me in some way. obviously we are striving and making progress on many fronts. internal, basic operations. but i think our margins will expand, yes. >> dan akerson. melissa, that is the closest you'll get on them
we were unprofitable in latin america in 2011. we were profitable in 2012. we introduced new products in latin america. in fact, we introduced a new chevy onyx. we expect that will be 25% of our total volume in '13 and '14. when you look at europe, europe is not so much product driven in the near term, it will be in the intermediate term. but it's more of a macro economic where the economic picture outlook is pretty weak. but that being said, we've entered two new segments in europe, both in...
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Jan 23, 2013
01/13
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maybe some of the countries in africa, latin america. but at the same time, i think the west will still struggle to post the kinds of growth rates you normally expect in the recovery. >> is the fear of europe temporary, or have we done something decise sniivedecisive? >> the ecb has done a fantastic job in threatening to buy bonds, but spain's weak economy is contracting. we had fourth quarter numbers out which were still soft. if it continues to contract, its end fiscal position will look poor. there's a political question as to what to do about countries that have unsustainable fish and wildlife positions. >> @kingeconomists is your twitter handle. thank you very much. >> thank you very much. >>> u.k. prime minister david cameron has pledged a referendum on the e.u. if he wins the next elections. he says this shod not be seen as a signal -- this should not be seen as a signal that britain wants out. >> i never want us to pull up the drawbridge and retreat from the world. i am not a british isolationist, but i do want a better deal for
maybe some of the countries in africa, latin america. but at the same time, i think the west will still struggle to post the kinds of growth rates you normally expect in the recovery. >> is the fear of europe temporary, or have we done something decise sniivedecisive? >> the ecb has done a fantastic job in threatening to buy bonds, but spain's weak economy is contracting. we had fourth quarter numbers out which were still soft. if it continues to contract, its end fiscal position...
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Jan 10, 2013
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we turn our attention now back to latin america. venezuela's supreme court has discussed plan toes delay venezuela's hugo chavez's inauguration. this as the opposition party steps up calls for the careta r caretaker. at the same time, bonds have rallied on speculation that a government transition could soon be under way. joining us with his thoughts, neal sherring. good to see you. >> good morning. >> what is going to happen in venezuela? >> i think it's very difficult to say with any precision as to what is going to happen next. i think what we can say is the expectations that we're going to get somehow a smooth transition for the current socialist@administration to a more market friendly administration, i think they're going to be disappointed. wa we've seen in the world over the past few years, is these transitions, when they do happen, are rarely smooth. there's always bumps along the way. i think actually if you look at the rally we've had in bond yields, as the bond markets -- >> down to five-year lows. >> down to five-year lo
we turn our attention now back to latin america. venezuela's supreme court has discussed plan toes delay venezuela's hugo chavez's inauguration. this as the opposition party steps up calls for the careta r caretaker. at the same time, bonds have rallied on speculation that a government transition could soon be under way. joining us with his thoughts, neal sherring. good to see you. >> good morning. >> what is going to happen in venezuela? >> i think it's very difficult to say...
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Jan 11, 2013
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america, to jump onto the apple bandwagon. they need a cheaper device because they're expensive period. but they're very expensive to international consumers right now. melissa: interesting. shibani, thanks so much. >> thanks. lori: well it has been 15 minutes since we last checked the markets. let's send it back down to the floor of the new york stock exchange where lauren simonetti is watching a huge outsourcing winner. >> big winner. infosys, take a look at this, up 20%. that is gain of $9. the stock is at a nine-month high. it is a big winner on the day. the reason is earnings, better than expected and they had a good outlook going forward as well. what the ceo said is particularly interesting. he is saying we've done well in this quarter despite the uncertain environment. they have a strong pipeline of large deals. however, the broader economic environment remains difficult and they are cautiously optimistic about their final quarter. so that's what is going on. it is a big winner now. as you can see that ceo, not so cert
america, to jump onto the apple bandwagon. they need a cheaper device because they're expensive period. but they're very expensive to international consumers right now. melissa: interesting. shibani, thanks so much. >> thanks. lori: well it has been 15 minutes since we last checked the markets. let's send it back down to the floor of the new york stock exchange where lauren simonetti is watching a huge outsourcing winner. >> big winner. infosys, take a look at this, up 20%. that is...
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Jan 5, 2013
01/13
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america. and it is responsible for the most part to the fact that cuba has remained a viable country because it gives cuba a lot of money in terms of oil and in terms of help and other kind without venezuela, cuba would probably have failed already. also responsible for countries like nicaragua buying satellites from china instead of the united states. so the geeio political implications as to what happens in venezuela are very important and can hit americans directly in their pocket when it comes to oil prices. >> so is there any way perhaps that the u.s. can try to influence whatever this transition is likely to be? >> the latest word from the state department is, whatever happens in venezuela is going to be a made in venezuela solution. the united states is not going to interfere in anything that is internal in venezuela. that's the latest we heard on thursday at the state department. >> we'll have to see how the health of the president plays out. rafael, thank you very much. >>> today angr
america. and it is responsible for the most part to the fact that cuba has remained a viable country because it gives cuba a lot of money in terms of oil and in terms of help and other kind without venezuela, cuba would probably have failed already. also responsible for countries like nicaragua buying satellites from china instead of the united states. so the geeio political implications as to what happens in venezuela are very important and can hit americans directly in their pocket when it...
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Jan 11, 2013
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we like latin america, as well. you know, we like japan, it's obviously -- but we like japan if we can hedge out the currency exposure. so there's definitely some areas out in the far east and south america that we like here. and you know, e.m. still continues to get a lot of flows in, but since i would say november of 2010 it's been an underperformer and now it's starting to come back up. >> and during, i guess, i'm looking at some of your comments, there were some people that thought just the discretionary, the cuts in the deal if we had gone over the sequester that that would have solved some issues. but your point is with david. we need -- that's just discretionary. we need to do our entitlements. that's what we need to do. that's front and center for everything. >> yeah, so we recently won over the first cliff. now we have three more cliffs coming in the next couple of months. the market ended up really not going down very much with the first cliff. we had not an 11th hour deal but a 13th hour deal and i think
we like latin america, as well. you know, we like japan, it's obviously -- but we like japan if we can hedge out the currency exposure. so there's definitely some areas out in the far east and south america that we like here. and you know, e.m. still continues to get a lot of flows in, but since i would say november of 2010 it's been an underperformer and now it's starting to come back up. >> and during, i guess, i'm looking at some of your comments, there were some people that thought...
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Jan 28, 2013
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latin america looking pretty good. and noise from europe is pretty flat and muted. so we're thinking, you know, it could be a pretty good year. but we've got that same political issue here in this country that will drive a lot of uncertainty if they start screaming at each other again. we chose a pretty wide-ranged top and bottom. >> when i think about it, dog, it's like, it used to be that we were, you know, in a 2% world, you know, nothing great but at least we're growing. but we're in what's going to mess that up in terms of the fiscal issues. now i would think, almost, that we're in a 2% world, and we're worrying about -- or we're thinking maybe something could actually cause us to go to 3% if they did it. we're not looking at the possible downside of the 2%, we're looking at maybe these guys could do tax reform. maybe we could repatriate something. maybe we could do some entitlement reform. and we're not worried about china and europe as much anymore. i would think maybe the risk could be in your book, and not anticipating could even be better. >> well, i agree
latin america looking pretty good. and noise from europe is pretty flat and muted. so we're thinking, you know, it could be a pretty good year. but we've got that same political issue here in this country that will drive a lot of uncertainty if they start screaming at each other again. we chose a pretty wide-ranged top and bottom. >> when i think about it, dog, it's like, it used to be that we were, you know, in a 2% world, you know, nothing great but at least we're growing. but we're in...
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Jan 8, 2013
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latin america, also the united states, monsanto is just a feel-good story. nothing to do with washington. >> you've liked it for a while. >> yes, i have. >> signer semiville. >> t.j. rogers, a terrific manager. but he's not in apple. being apple is no longer something that you want. i think that's -- i'm being facetious there. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the bottom in a cycle. i'm not going to doubt t.j. i think he's a pretty good guy. >> game stop? >> oh, my. you've got hardware down 2.7%. pre-own, which is always a terrific -- down 15%. digital, not analog. hardware not selling. i remember when you had to wait in line for the big games. i used to have to wait in line for my kids. now on game stop, it's off the gaming rules. >> nice second half of the year. >> a lot of people felt there was a lot of new product coming out, you'll find new devices. this gaming industry has become challenged. xbox doing well. >> good names to watch. when we come back,
latin america, also the united states, monsanto is just a feel-good story. nothing to do with washington. >> you've liked it for a while. >> yes, i have. >> signer semiville. >> t.j. rogers, a terrific manager. but he's not in apple. being apple is no longer something that you want. i think that's -- i'm being facetious there. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the...
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Jan 14, 2013
01/13
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had sought to buy them for the european network in business in asia and latin america. not entirely a surprise, i would imagine, since the ecb had sent a number of requirements out. >> but melissa, i think there was a generally held belief this was making good progress. i think the reason you're seeing tnt shares down so sharply because it was something of a surprise. you know, it may trade over there, but the fact ,t is owned largely to -- well, over here, and as you might expect hedge funds have been big players in this. they are getting -- well, they're just getting crushed today, as you see that stock down. it was a debate about creating competition there. there appeared to be the dpd division of lepost, the french post office essentially. they seem to be making a lot of progress in terms of access for air routes, and, you know, they had already gone through 17 countries where they had remedies, that is u.p.s. and yet they were unable to get there to the finish line. so a surprise to a certain extent that u.p.s. decided to throw its hands up and say enough, we're no
had sought to buy them for the european network in business in asia and latin america. not entirely a surprise, i would imagine, since the ecb had sent a number of requirements out. >> but melissa, i think there was a generally held belief this was making good progress. i think the reason you're seeing tnt shares down so sharply because it was something of a surprise. you know, it may trade over there, but the fact ,t is owned largely to -- well, over here, and as you might expect hedge...
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Jan 29, 2013
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and latin america is much better. asia's coming around. but europe, i was surprised. i think you've got to be worried about the japanese. i think the japanese are the equivalent of dumping cars everywhere, and that can hurt europe, too. >> jim, you sound like you're losing your voice. >> ah. >> working too many hours, working too hard. >> i'm trying. >> take it easy. you've got a long day ahead of you. >> you don't have to be training for the eagles. you're saving your voice. >> i agree with the gentleman from green bay, that the niners look terrific. but i would say that the seahawks had a better defense than the ravens. >> seahawks are great. this was a great year, jim. i was thinking about that. a lot of times there's a game on, it's like i don't even want to watch it, there's so many games on to watch. it's these new players. >> and there are people on both sides -- look, ray lewis is on a mission. and you have people who hate ray lewis. a rookie quarterback from the niners. now yesterday i'm looking at this fan magazine, joe is the greatest quarterback ever. >> t
and latin america is much better. asia's coming around. but europe, i was surprised. i think you've got to be worried about the japanese. i think the japanese are the equivalent of dumping cars everywhere, and that can hurt europe, too. >> jim, you sound like you're losing your voice. >> ah. >> working too many hours, working too hard. >> i'm trying. >> take it easy. you've got a long day ahead of you. >> you don't have to be training for the eagles. you're...
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Jan 14, 2013
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if you go to other markets, asia, latin america, there's still a lot of room for growth and there's a lot of room for the cross border from those markets. last year, merger activity about 35% of merger activity was outside of the u.s. and europe. >> you work for dick's for us. look in the crystal ball for 2013. industries actually going to be walking up and talking about headline's, and different transactions, where would they be? >> natural resources continues to be a very active variant. there are a number of countries and governments even that have a desire to have natural resources so that's one. metals, minerals, those are also related. technology is another area where companies have built up large cash pools, any number of companies, large cash pools and are become more active about thinking how to deploy it. and if they were going to do it as a dividend, for example, they would have done it last year, if they're u.s. companies. >> you made your career in the banking business. and also doing m&a in the banking business. is there any m&a to be done in the banking business? >> the
if you go to other markets, asia, latin america, there's still a lot of room for growth and there's a lot of room for the cross border from those markets. last year, merger activity about 35% of merger activity was outside of the u.s. and europe. >> you work for dick's for us. look in the crystal ball for 2013. industries actually going to be walking up and talking about headline's, and different transactions, where would they be? >> natural resources continues to be a very active...
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Jan 8, 2013
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america. that goes -- it would have nothing to do with the debt ceiling and they would be able to finance themselves easily at a low rate. and i think that the whole country could get behind that concept. >> although there's still a dysfunctional washington and that's not good news over the long-term. >> you bet. but at least it takes people out. i mean, you know, i guess if you don't know that washington is completely dysfunctional by now, then we're not doing a good enough job of getting the message out. i'm just saying that there's a lot of misinformation, as you know, about the debt and what the debt needs and how the united states finances itself. and there are other alternatives in playing gimmicks with coins or taking the real attention away from what needs to be done. there's a lot of debt. there's going to be debt. and you have to really draw the line between what is the budget deficit and what is the large amount of debt in the system. people like to leave off what is on the other si
america. that goes -- it would have nothing to do with the debt ceiling and they would be able to finance themselves easily at a low rate. and i think that the whole country could get behind that concept. >> although there's still a dysfunctional washington and that's not good news over the long-term. >> you bet. but at least it takes people out. i mean, you know, i guess if you don't know that washington is completely dysfunctional by now, then we're not doing a good enough job of...